See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,419 | $148,534+72.6% | $135,903+88.7% | $139,434+83.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $7,753 | $5,243+47.9% | $4,856+59.6% | $4,751+63.2% |
| Participant deferral / active EE | $8,321 | $8,100+2.7% | $7,758+7.3% | $6,710+24.0% |
| Admin fee / account holder | $155,072 | $12,400+1150.6% | $10,762+1340.9% | $11,403+1260.0% |